Institutions / SignalPoint Asset Management, LLC

SignalPoint Asset Management, LLC

CIK 1566414 ยท Institution ยท as of Dec 31, 2024
Portfolio value
$410.71M
Positions
253
As of
Dec 31, 2024

Top holdings

CompanyClassValueShares% of portfolio
O Reilly Automotive Incโ€”$60.07M50,65414.6%
Apple Inc.โ€”$42.54M169,87410.4%
Vanguard Index Fdsโ€”$21.29M39,5065.2%
Vanguard Tax-Managed Fdsโ€”$10.32M215,7582.5%
Vanguard Index Fdsโ€”$9.88M34,0892.4%
Walmart Inc.โ€”$8.80M97,3442.1%
Microsoft Corpโ€”$8.45M20,0372.1%
Invesco Exchange Traded Fd Tโ€”$8.05M215,1732.0%
NVIDIA Corporationโ€”$7.75M57,6791.9%
Amazon.com, Inc.โ€”$7.12M32,4611.7%
Vanguard Charlotte Fdsโ€”$6.13M124,9431.5%
Vanguard Bd Index Fdsโ€”$5.85M75,6751.4%
Invesco Exchange Traded Fd Tโ€”$4.84M96,9221.2%
Vanguard Bd Index Fdsโ€”$4.51M60,3941.1%
Alphabet Inc.โ€”$4.51M23,6821.1%
Warren E. Buffettโ€”$4.39M9,6841.1%
Alphabet Inc.โ€”$4.01M21,1641.0%
Invesco Qqq Trโ€”$3.91M7,6481.0%
Invesco Exchange Traded Fd Tโ€”$3.82M52,8460.9%
Vanguard Bd Index Fdsโ€”$3.59M52,5090.9%
Vanguard Intl Equity Index Fโ€”$3.51M79,7850.9%
Invesco Exchange Traded Fd Tโ€”$3.36M114,7010.8%
Vanguard Admiral Fds Incโ€”$3.36M9,1740.8%
Vanguard Index Fdsโ€”$3.35M37,6470.8%
Invesco Exchange Traded Fd Tโ€”$3.34M66,4840.8%

Activity

Dec 31, 2024
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.